David Thomas Mayes| CFP®, CRPC®, EA
Bearing Point Wealth Partners
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Hampton, NH 03842
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
David Mayes is a Hampton, NH Fee-Only Financial Planner serving Hampton and all surrounding areas. Bearing Point Wealth Partners specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. David Mayes is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Certified Financial PlannerTM practitioner, 2007
IRS Enrolled Agent, 2002
Chartered Retirement Planning Counselor, 2003
David T. Mayes was born in 1967. He graduated from Centennial High School, Champaign, IL (1985). He has a Bachelor of Science degree in Economics from the University of Illinois (1989); a Master of Arts in Economics from the University of New Hampshire (1990); and later became a Ph. D. Candidate at The University of Tennessee, Knoxville (1995). David is a Certified Financial Planner Practitioner and an IRS Enrolled Agent.
David is a member of the National Association of Personal Financial Advisors (NAPFA).
David has a wide range of expertise on the economy, financial markets, taxation, insurance and other important financial planning areas. Over the course of his graduate studies, David acted as a research assistant on many projects in both economics and finance. After graduate school, David taught economics and finance courses to both graduate and undergraduate students at Kennesaw State University in Kennesaw, Georgia, (1998 – 1999) and served as a consultant to state and local governments and the private sector in Tennessee, assisting them in estimating the economic and financial affects of business location decisions (1995 – 1998).
David entered the financial services arena in 2003 as a sole practitioner providing fee-only financial planning and tax services. He later served as a financial consultant at Granite Bank in Keene, NH (2004) and Mascoma Savings Bank in Lebanon, NH (2007 – 2008) where he provided financial planning and investment advisory services to bank customers.
David joined Bearing Point Wealth Partners in September 2008.
David lives in Hampton Falls, NH with his wife and three daughters where he serves as a Trustee of the Trust Funds. In addition to his role as a town officer, David's community service activities include participation on the United Way of the Greater Seacoast Community Impact Council project where he was part of the Income and Housing Impact Council.
Employees of Bearing Point Wealth Partners come from various educational and experiential backgrounds. Besides providing our clients with a concierge level of service, we are also parents and grandparents, volunteers for non-profit entities, and actively involved citizens in our communities. We draw on these experiences to provide our clients a deeper understanding of financial matters at each stage of life and in each unique situation. In other words, we practice what we preach to our clients: True happiness comes from giving back more to society than we are receiving.
Our employees are held to these high standards of conduct:
- the Certified Financial Planner (CFP) Code of Ethics
- the CFP Practice Standards
- the CFP Rules of Conduct
- the National Association of Personal Financial Advisors Fiduciary Oath
We use state-of-the-art technology to support our clients’ needs and to communicate effectively and frequently with our clients.
Navigating a Clear Course
Our logo is a sextant, a device long-used by merchant mariners to navigate the seas. Establishing a fix using a sextant requires skill. The celestial bodies need to be clearly identified, a good horizon must be visible, and an accurate timepiece must be available. Using a sextant, the altitude of a star, a planet, the moon, or the sun is measured and the precise time is noted. Ideally, three altitude measurements of different celestial bodes are taken. The observations are then plotted to establish a fix. Knowing the ship’s accurate position, a course may be set for the destination.
The sextant symbolizes the long-term nature of our financial planning work. We need to get a fix on where you are today (your net worth statement), we learn about your goals (the destination) and we chart a course to get you there (a cash flow statement that includes income, savings and expense components). As the journey progresses, we help you with mid-course corrections to counter currents that take you off course.